Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

JACKSON TRAVIS

Windsor,ON

Summary

Professional in financial advising, known for high productivity and efficient task completion. Possess specialized skills in sales, investment strategy, tax planning, and risk management through knowledge gained with over 8 years of banking experience as well as advanced educational background through various certifications and licensing.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Advisor

ROYAL BANK
Windsor, Ontario
01.2022 - 05.2025
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters through various programs such as outlook, salesforce, webex and other various microsoft suite applications
  • Completed outbound sales calls through internal and external leads generation and use of CRM software
  • Responsible for various lending and personal banking needs such as investments, day-to-day banking, personal credit, secured lending and other various lending products
  • Conducted regular team leadership meetings through various areas such as market updates, weekly sales reviews and goal planning
  • Grew assets under management through referrals of internal and external partnerships geared towards financial planners, investment retirement planners as well as mortgage specialists
  • Responsible for the development of comprehensive financial planning using financial planning software and conducted regular portfolio restructuring and asset allocation geared towards investment goals and objectives
  • Conducted regular investment planning and recommendations as a licensed mutual funds representative proficient in CRM2 as well as morningstar and other investment planning software
  • Facilitated estate planning and wealth transfer strategies to meet clients' legacy goals

Personal Banker

TD BANK
SARNIA , Ontario
01.2020 - 12.2021
  • Advised customers on various financial products available from the bank.
  • Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
  • Processed loan applications according to established guidelines.
  • Created strategic financial solutions to suit individualized client day-to-day banking needs

Customer Service Representative

TD BANK
Sarnia, Ontario
01.2018 - 01.2020
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Responsible for day-to-day banking needs such as cash orders, day-to-day banking needs such as product suitability and banking recommendations
  • Assisted in relationship management and assisted client bookings through leads calling and regular follow ups and recommendations

Education

Bachelor of Business Administration - Finance

UNIVERSITY OF WINDSOR
Windsor, ON
12-2018

Skills

  • Financial planning
  • Investment analysis
  • Client management
  • Wealth management
  • Estate planning
  • Salesforce CRM
  • Portfolio management

Certification

  • Certificate in financial services advice through completion of CSI licensed courses (IFC, PERSONAL SERVICES ADVICE AND FINANCIAL PLANNING I)
  • Designated Financial Services Advisor (DFSA)
  • Certificate in advanced financial advice through completion of CSI licensed courses (FINANCIAL PLANNING II)

Timeline

Financial Advisor

ROYAL BANK
01.2022 - 05.2025

Personal Banker

TD BANK
01.2020 - 12.2021

Customer Service Representative

TD BANK
01.2018 - 01.2020

Bachelor of Business Administration - Finance

UNIVERSITY OF WINDSOR

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JACKSON TRAVIS